2023 Shortlist


The shortlist for the Private Asset Management Awards 2023 has now been released. With the calibre of entries as impressive as ever this year, a huge congratulations goes to everyone who has made the list!

Overall



Best philanthropic/educational initiative

Bank of America
Fiduciary Trust Charitable
Foundation Source
Mission Wealth
PNC Private Bank Hawthorn
The Family Office at Synovus
The Inheritance Project

ESG advocate of the year

Capital Dynamics
Ethic
Gitterman Wealth Management
Lisa Woll, US SIF
The Family Office as Synovus

Women in wealth advocate of the year - firm

Cambride Associates
Fisher Investments
Luminary
UBS Wealth Management
Wells Fargo Advisors


Women in wealth advocate of the year - Individual

Barbara Young, Third Wire Asset Management
Doris Meister, Wilmington Trust
Elizabeth Eldridge, Glenmede
Linda Mack, Mack International
Liz Fritz, F2 Partners
Mimi Drake, Cerity Partners

Family Office/Private Wealth Manager Awards



Best estate planning advisory service

Coastal Bridge Advisors
Fiduciary Trust Company
PNC Private Bank
Smithfield Trust Company
The Family Office at Synovus
Wilmington Trust
WMS Partners

Best family office - due diligence processes

GM Advisory Group
Northland Wealth Management
TAG Associates
The Family Office at Synovus
WMS Partners

Best family office - long-term investment philosophy

Cresset Asset Management
Pennington Partners
TAG Associates
The Family Office at Synovus
WMS Partners

Best firm culture - larger wealth management larger firms

Bernstein Private Wealth Management
Cerity Partners
Fisher Investments
Hightower Advisors
Kayne Anderson Rudnick Investment Management

Best firm culture - small and medium firms

Boston Family Advisors
Coastal Bridge Advisors
Great Diamond Partners
Huntington Private Bank
Mission Wealth
Nilsine Partners

Best high-net-worth investment platform

CIBC Private Wealth
Fifth Third Private Bank
iCapital
Pennington Partners
Third Wire Asset Management

Best multi-family office $10bn to $25bn

Key Family Wealth
Lido Advisors
The Family Office at Synovus
Alvarium Tiedemann | AlTi

Best multi-family office over $25bn

CIBC Private Wealth
Cresset
JDJ Family Office Services
NewEdge Wealth
PNC Private Bank Hawthorne

Best multi-family office under $10bn

Boston Family Advisors
Keystone Global Partners
MAI Capital
Northland Wealth
Pennington Partners
TAG Associates
WMS Partners

Best private wealth manager over $5bn - client service

Aspiriant
Cerity Partners
Creative Planning
Fiduciary Trust Company
Fisher Investments
Mercer Advisors
PNC Private Bank

Best private wealth manager under $5bn - client service

Coastal Bridge Advisors
Fortem Financial
Hollow Brook Wealth Management
Keystone
Smithfield Trust Company
Wealth Consulting Group

Best private wealth manager – performance

Anacapa Advisors
Fiduciary Trust Company
Hamilton Lane
Northland Wealth
Pennington Partners

Best thematic ESG investment offering

Ethic
Gitterman Wealth Management
PNC Private Bank
Alvarium Tiedemann | AlTi
UBS Wealth Management

DE&I initiative of the year

Bay Street Capital Holdings
BNY Mellon Pershing
Capital Dynamics
Fisher Investments
Hivers & Strivers
Mission Wealth

Manager or investment research professional of the year

Arthur Salzer, Northland Wealth Management
Josh Rowe, WMS
Ted Katramados, Director, TAG Associates

Private wealth management M&A deal of the year

Creative Planning
Cresset
Hightower Advisors

Family Office/ Wealth Manager Service Provider Awards



Best alts solution for private wealth firms

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Blue Owl Capital
CAIS
Hamilton Lane
iCapital
Third Wire Asset Management
Wellesley Asset Management

Best asset manager solution for family offices

Blue Owl Capital
Capital Dynamics
Exome Asset Management
GoldenTree Asset Management
Star Mountain Capital
Turning Rock Partners

Best business consulting firm for family offices

F2 Strategy
Mack International
Tamarind Partners
Wingspan Legacy Partners
Youmai Family Office Alliance

Best custodian

Fidelity Investments
Fiduciary Trust Company
Northern Trust

Best family office service provider - new innovations

Canoe Intelligence
Dentons
Dynasty Financial Partners
Eton Solutions LP
F2 Strategy
Ledgex

Best family office & private banking innovation

Bank of America
Pennington Partners
Stone Mountain Capital
SVB Private

Best fiduciary/trustee service

Bridgeford Trust Company
Fiduciary Trust Company
Smithfield Trust Company
The Family Office at Synovus

Best firmwide security solution

Aquilance
Drawbridge
Elteni
Eton Solutions
Summitas

Best fund administration service

Apex Group
Eton Solutions
NAV Fund Administration Group
Sudrania Fund Services

Best general ledger system

FundCount
Ledgex
Plumb
Sudrania Fund Services

Best high-net-worth insurance broker

Alliant Private Client
BKS Partners Family Office
Crescent Wealth Management
Marsh McLennan Agency Private Client Services

Best high-net-worth insurance company

AIG
Chubb
PURE Insurance

Best law firm - estates and trusts

Cadwalader, Wickersham & Taft LLP
Day Pitney LLP
Dentons
Handler Thayer, LLP
Withersworldwide

Best lifestyle management firm

Black Bag
JDJ Family Office Services
Private Medical

Best multi-asset class portfolio management system

Backstop Solutions
FIS
MyVest
Nebo by GMO
Northern Trust Front Office Solutions
Private Wealth Systems

Best outsourced CIO

Bank of America
Pennington Partners
The Family Office at Synovus
Alvarium Tiedemann | AlTi

Best partnership accounting systems

Anchin
FIS
Ledgex
Plumb
SS&C Technologies: GlobeOp

Best reporting solution

Aquilance
Atominvest
Mirador
Private Wealth Systems
Risclarity

Best technology platform for family offices

Backstop Solutions
BNY Mellon Pershing
Eton Solutions
FIS
Interactive Brokers
Private Wealth Systems
Risclarity
Summitas

Private banking - client service

Bank of America Private Bank
CIBC Private Bank
Key Private Bank
PNC Private Bank

Make sure you are there

To find out more about our range of table packages please contact Indira:



Indira Peters
+1 646 891 2119